Challenge Summary
Your design must adhere to the corporate branding and have seamlessly incorporated tools to support the dealer end to end process of finance application in an intuitive process flow that supports multiple devices.
Really excited to see your updates for this challenge!
Round 1
Submit your initial designs for Checkpoint Feedback
You must upload your submission to MarvelApp so we can provide direct feedback on your designs.
Feel free to add any other additional screens which are necessary to explain your concept.
Notes.jpg: Please note any comments about your design for the Client
Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)
Round 2
Your Final designs for all the required designs with all Checkpoint Feedback implemented.
You must upload your submission to MarvelApp, for the final submission - you can reuse the prototype that you shared for checkpoint
Feel free to add any other additional screens which are necessary to explain your concept.
Notes.jpg: Please note any comments about your design for the Client
Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)
The goal of this challenge is to take the provided design problem, analyze the user experience and provide design refinements as well as improve the overall user experience!
Design Problem:
We have an existing system in place that has been enhanced over many years and additional functionality added to support the auto finance Quote/ proposal process this has resulted in a number of processes managed in different systems (i.e. separate log and in and no straight through processing of data entered) due to this it has resulted in an ineffective process and outdated user experience compared to our competitors in the market place. This application will be used by auto dealerships for auto loan processing.
Challenge Downloads:
Please download all files required for this challenge here:
https://drive.google.com/drive/folders/0B2MK5NncVSuQV1AwemxENlFkbWM?usp=sharing
Marvel App:
For this challenge - as part of your checkpoint submission, you must upload your submission to Marvelapp so we can provide direct feedback on your designs.
- Please request an MarvelApp link from the Copilot through the challenge forum.
Design Consideration:
- Clean and streamlined design and user flow!
- Looking for a fresh user-experience.
- This is going to be developed as a resposnive web application, for this challenge we are focussing on the desktop view - so have your designs of width 1366px and height as required.
- We have provided the design source (sketch) from previous challenge which you will need to use as the base for this challenge.
- Please make sure you are following the same color / design aesthetics as in the base source file..if you are creating any new UI elements - please ensure your design inline with the existing design!
- Show us how things could be designed and function.
- We are open and looking for your ideas and solutions.
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Required Screens/ Functionality
We have below screens to be updated..
01 Dashboard Page:
Changes to all 01 screens
- For the donut chart, add a filter for day (currently two options: This Week, This Month)
- The information of the Currently - In progress and Dealer Work Queue sections need to be displaying according to the following user roles:
Seller: Just see his own data
F&I: Can see his own date, impersonalize a user to see his data, and see the Branch Office data.
Dealer Manager: impersonalize a user to see his data, and see all Dealer Branch Offices data.
Dealer Group: impersonalize a user to see his data, and see all Dealers Group data.
Dealer Work Queue:
- According to the level of data (current user role), the Dealer Work Queue data grid, should include the Seller, Branch Office, Dealer and Group.
- Add pagination to the Dealer Work Queue that allows also a way to personalize it (number of records to display, etc). Also add the column sort and filter functionalities.
- Add a smart search capability to filter the Dealer Work Queue
Left Panel:
- In the left panel, remove the picture of the user, and add the Dealer Name, locate the “Log out” and “frequently Asked” icons underneath the last menu option (REPORTS). The “Settings” icon should be located next to the user name.
- In the Load Settlement section, add the Status field.
02 Application Screen:
Changes to all screens with numbers 02, 03, 04, 05
Application Data Entry: We would like to change our existing way of application and improve the user experience, so instead of having the different sections of the data entry as wizard steps (Customer Data, Vehicle Data, Terms & Plan, Additional Products, Final Review), we would like to use collapsible sections.
The fields for each section are described in the provided excel file “Simulator (CO) tab”, include the following steps:
- Application Data Entry (previously described)
- Documents Upload: All the documents upload functionalities.
- Contract Printing Data: Once the application is approved, the documents can be printed. It is going to include the data entry to generate the document and a document list, which includes columns for document type (proof of address, proof of income, account statement) and links to open, review and comments (under-writing).
- Payout: Display form fields (dealer commission and dealer proceeds).
Judging Criteria
Your submission will be judged on the following criteria:
- Overall idea and execution of concepts
- How well does your design align with the objectives of the challenge
- Execution and thoughtfulness put into the solving the problem
- Overall design and user experience
- Cleanliness of screen design and user flow
Target Audience
- B2B Customers
Submission & Source Files
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
Submit JPG/PNG for your submission files.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as a layered PSD file, or Adobe Illustrator as a layered AI file or Sketch!
Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.